Fiduciary
service
The Bedrock of Trust: Expert Fiduciary Services for Global Citizens
In an increasingly complex and interconnected world, the stewardship of wealth and assets demands the highest level of professional diligence and integrity. Fiduciary services form the bedrock of sound financial governance, providing the essential framework for protecting, managing, and transferring assets in accordance with your most profound intentions. At STRATTFORT, we embrace our role as fiduciaries with the utmost seriousness, acting as Your Trusted Business & Wealth Architects to provide unparalleled expertise and unwavering commitment to our clients.
The Fiduciary Standard:
A Commitment to Excellence
A fiduciary is a person or organisation that acts on behalf of another person or persons to manage assets. Fiduciaries owe a strict duty of loyalty and care, legally obligating them to act in the best interests of their clients or beneficiaries. This fiduciary standard is the highest standard of care recognized by law and is the guiding principle behind all of STRATTFORT’s fiduciary services.
STRATTFORT Core Fiduciary Values & Duties
Duty of Loyalty
The fiduciary act solely in the best interests of the beneficiaries, avoiding any conflicts of interest or self-dealing.
Duty of Prudence
The fiduciary exercise reasonable care, skill, and caution in managing the assets, making prudent investment decisions and avoiding undue risk.
Duty to Follow Instructions
The fiduciary adhere to the terms of the trust, will, or other governing documents, carrying out the wishes of the settlor or testator.
Duty of Impartiality
The fiduciary treat all beneficiaries fairly and equitably, without favouring one over another.
Duty to Account
The fiduciary keep accurate records of all transactions and provide regular accountings to the beneficiaries.
Duty of Confidentiality
The fiduciary maintain the confidentiality of all information related to the trust and its beneficiaries.
STRATTFORT’s Comprehensive Fiduciary Services
As a premier provider of international corporate and wealth management services, STRATTFORT offers a comprehensive suite of fiduciary solutions designed to meet the diverse needs of our global clientele. Our services are tailored to provide peace of mind, ensuring that your assets are managed with the highest level of professionalism and care.
Trust Administration
Our professional trust administration services provide comprehensive management of all aspects of a trust, including:
- Asset Management: Prudent investment and management of trust assets to achieve growth and preservation objectives.
- Beneficiary Distributions: Timely and accurate distribution of assets to beneficiaries in accordance with the terms of the trust.
- Tax Compliance: Preparation and filing of all required tax returns and compliance with all applicable tax laws.
- Record-Keeping and Reporting: Meticulous record-keeping and regular reporting to beneficiaries to ensure transparency and accountability.
Corporate Trustee Services
For clients seeking the highest level of professional oversight, STRATTFORT offers corporate trustee services, providing an independent and impartial fiduciary to manage your trust. Our corporate trustee services offer numerous advantages, including:
- Expertise and Experience: Our team of seasoned professionals possesses deep expertise in all aspects of trust administration and fiduciary management.
- Objectivity and Impartiality: As an independent third party, we provide objective and impartial decision-making, avoiding the potential for family conflicts and emotional bias.
- Continuity and Permanence: Unlike individual trustees, our corporate structure ensures continuity of service, providing stability and peace of mind for generations to come.
Contact STRATTFORT today to discover how we can help you architect your legacy.
At STRATTFORT, we understand that the management of your wealth is a profound responsibility. As Your Trusted Business & Wealth Architects, we are committed to providing the highest level of fiduciary care, ensuring that your assets are protected, your wishes are honoured, and your legacy is secure.
Contact us today to learn more about our comprehensive fiduciary services and how we can help you architect a secure and prosperous future for you and your family.